Macro Mondays #61 - Advisors turning pessimistic & The Ukraine
Macro Mondays
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Analyzing Market Sensitivities and Future Trends
This chapter examines how the Producer Price Index (PPI) reacts to changes in freight rates and input costs, indicating potential increases compared to the Consumer Price Index (CPI). It highlights the significance of tracking liquidity and inflation expectations to assess current investment trends, especially in risk assets, while also providing resources for market research.
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